LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$923M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.19M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.34M
5
GLD icon
SPDR Gold Trust
GLD
+$2.33M

Top Sells

1
+$31.3M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$662K
5
QCOM icon
Qualcomm
QCOM
+$545K

Sector Composition

1 Technology 26.26%
2 Industrials 13.73%
3 Healthcare 8.09%
4 Financials 7.42%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$686K 0.07%
12,890
+2,310
202
$685K 0.07%
5,655
+513
203
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204
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205
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1,414
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206
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207
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208
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36,196
209
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210
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211
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212
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213
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38,558
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214
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1,098
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215
$637K 0.07%
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216
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217
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27,098
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218
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+1,614
219
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220
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1,145
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221
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14,502
222
$598K 0.06%
5,739
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223
$596K 0.06%
11,512
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224
$586K 0.06%
2,547
+176
225
$585K 0.06%
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9
10 11